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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Rich1 who wrote (22663)	3/9/2000 11:17:00 PM
From: John Pitera	Read Replies (1) \| Respond to of 63513

I see that S&P also downgraded VRSN,as they don't see the cost savings and the synergy of the NSOL acquisition. VRSN scares me a bit as being overdone on the upside. RSAS is so much more value priced fundamentally, but then I really have not dug through the entails. RSAS should benefit big time from the govt. lowering the regulatory threshold of what encryption technologies can be exported to other countries. I'm not sure the street has totally caught up with this expansion of RSAS's markets. anyway.......... already making plans to go to the big gartner IT GlobalGabfest at Disneyworld this Oct. a great place to ask questions, and hear about the new stories. they have like 5 or 10K of industry people their....hell someone has got to know something...maybe Jorj will be dispatched there .... and set up a craps table in his suite..... -vbg- John